Mackenzie Financial
USXF icon

Mackenzie Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Mackenzie Financial’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4M Sell
337,552
-34,324
-9% -$2.22M 0.02% 407
2026
Q1 		$20.5M Buy
371,876
+13,949
+4% +$807K 0.02% 409
2025
Q4 		$20.8M Buy
357,927
+3,331
+0.9% +$192K 0.02% 379
2025
Q3 		$20.3M Sell
354,596
-9,210
-3% -$514K 0.02% 381
2025
Q2 		$19.6M Sell
363,806
-5,457
-1% -$267K 0.03% 370
2025
Q1 		$17.2M Sell
369,263
-96,641
-21% -$4.8M 0.02% 369
2024
Q4 		$23.2M Buy
465,904
+88,667
+24% +$4.51M 0.03% 326
2024
Q3 		$18.5M Buy
377,237
+21,163
+6% +$998K 0.03% 356
2024
Q2 		$16.6M Buy
356,074
+20,934
+6% +$935K 0.02% 366
2024
Q1 		$15.1M Sell
335,140
-5,010
-1% -$213K 0.02% 376
2023
Q4 		$13.5M Buy
340,150
+10,700
+3% +$391K 0.02% 395
2023
Q3 		$11.2M Buy
329,450
+19,863
+6% +$718K 0.02% 411
2023
Q2 		$11.1M Buy
309,587
+15,447
+5% +$522K 0.02% 429
2023
Q1 		$9.73M Buy
294,140
+30,530
+12% +$983K 0.02% 452
2022
Q4 		$8.08M Buy
263,610
+14,762
+6% +$447K 0.01% 447
2022
Q3 		$6.97M Buy
248,848
+37,350
+18% +$1.17M 0.01% 465
2022
Q2 		$6.32M Buy
211,498
+42,384
+25% +$1.37M 0.01% 511
2022
Q1 		$6.04M Buy
169,114
+89,792
+113% +$3.21M 0.01% 543
2021
Q4 		$3.13M Buy
+79,322
New +$3.05M ﹤0.01% 667

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mackenzie Financial's USXF Position: Q2 2026 in Review

Mackenzie Financial reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.2% in Q2 2026, selling an estimated $2.22M and leaving 337,552 shares worth $23.4M. The position accounts for 0.02% of the portfolio, ranked #407.

Mackenzie Financial first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Mackenzie Financial held 337,552 shares of iShares ESG Advanced MSCI USA ETF worth $23.4M as of Q2 2026.
  • Mackenzie Financial sold 34,324 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $2.22M.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #407 holding.
  • Mackenzie Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.